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Brian Ward

Advisor at W & S Management Services, Inc.

Updated today

Firm

W & S Management Services, Inc.

Location

Rochester, NY 14612

Credentials

Series 65

Industry experience

12 years

About

Brian Ward is a Series 65-licensed advisor with W & S Management Services, Inc. in Rochester, NY, bringing 12 years of industry experience. He has been vice president at Ward & Schmerbeck, P.C., a Certified Public Accounting firm, since 1995, where he performs tax accounting work alongside his advisory role. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm integrates fundamental analysis with accounting expertise through its affiliation with Ward & Schmerbeck, offering coordinated tax and financial planning for clients.

Client services

Based on W & S Management Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on W & S Management Services, Inc.

Wealth management

Fee options

Percentage

$0 - $1,000,000: 0.75% per annum $1,000,001 - $4,999,999: 0.60% per annum $5,000,000+: 0.50% per annum

Project-based

Fees billed hourly for consulting, advising, or planning; specific rates negotiated directly with clients

Performance-based

Performance-based fees used only for a single legacy household account (<1% of AUM); fees calculated annually per client-provided schedule; no new performance-based accounts accepted

Location

470 Long Pond Road Suite 200

Rochester, NY 14612

Most active in

Texas

Work history

W&S Management

2000 - Present (26 years)

Ward & Schmerbeck, P.C.

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Rochester, NY

Fiduciary First Advising, LLC

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Andrew F

Series 65

Rochester, NY

Fama Fiduciary Wealth LLC

Wealth management Passive / index investing Attorney
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Ziad W

Series 66

Rochester, NY

Balfour Capital Management

Wealth management Concentrated stock management Options & derivatives strategies Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alan R

Series 65

Rochester, NY

Janal Capital Management LLC

Passive / index investing
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Joseph P

Series 65

Penfield, NY

Forza Wealth Advisory Services LLC

Options & derivatives strategies Long-term care insurance Annuities

Kathryn K

CFP®

Rochester, NY

About Time Financial Planning

At About Time, we believe that everyone deserves financial empowerment. We give people an affirming space to talk about money and the support they need to make empowered money decisions so they can reach financial freedom and live their fullest lives. I love helping independent, high-earning folks think through what’s best for your life and family – decoding our needlessly complex financial system into something you can actually understand. I am: --Flat Fee, Fee-Only: Transparent pricing with no commissions, no asset minimums. Fiduciary. --Values-Aligned & Impact Driven: We can help you explore socially conscious financial decisions that reflect your values and goals - including sustainable (SRI, ESG) and community impact investing, and values-aligned spending and giving. --Built for You: Everything we do is designed around the unique planning needs of physician families, small business owners, and LGBTQ+ couples - savvy tax-saving strategies, exploring a career pivot, student loan repayment options, self-employed retirement & insurance, budgeting for fertility costs and childcare, protecting your family, home buying vs. renting and more. --Relatable & Affirming: I focus on working with women, gender-expansive folk, and families like yours so I can share the collective wisdom gathered from all of us. I welcome you to bring your whole self. I will meet you where you are and provide financial clarity and peace of mind. --Clear & Efficient: I'll explain your financial options in jargon-free terms, encourage questions, and help you make informed, empowered decisions about your financial future. I'll take as much off your plate as possible and simplify the rest so you can spend time living your fullest life. Diversity, Equity, Inclusion and Justice Commitment: We foster a just and inclusive culture with a safe and affirming environment for all people. We welcome clients of all backgrounds, respect intersectional identities and use our privilege to amplify underrepresented voices and challenge inequitable systems. We acknowledge that racism and patriarchy have shaped the American financial system and strive to change the status quo through intentional action. We seek accountability for our actions and embrace mistakes as opportunities for repair and growth. We recognize that doing this important work is a continuous effort that we commit to pursue.

ESG / Sustainable investing Doctor or Medical Professional LGBTQIA Gen Y/Millennials (Born 1980-1995) Women Professionals
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